See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,362 | $148,534-75.5% | $135,903-73.2% | $139,434-73.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 40.43% | 79.19%-38.8pp | 68.23%-27.8pp | 372.94%-332.5pp |
| Employer contribution / active EE | $5,940 | $5,243+13.3% | $4,856+22.3% | $4,751+25.0% |
| Participant deferral / active EE | $17,460 | $8,100+115.6% | $7,758+125.1% | $6,710+160.2% |
| Admin fee / account holder | $33 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |